Jovante Anderson

Offered the unique opportunity to serve as the company’s first Operations and Compliance Coordinator with dual reporting to the Chief Compliance Officer and Operations Manager. Charged with combining industry specific knowledge and technological acumen to offer new perspectives on operational/compliance processes with the aim of maximizing operational efficiencies. Specific responsibilities include: Quarterly billing for 400+ clients/1k+ accounts, assisting with compliance reporting and serving as a liaison working closely with the company’s compliance vendor, (Dinsmore Compliance Services.)

• Decreased quarterly billing review process by over 100% by creating an exception report
• By automating the exceptions process reduced billing cycle and improved cash flow
• Through closer collaboration convinced subsidiary to convert from a disparate invoice processing system (Zia) to an integrated portfolio system (Intelliflo) thus reducing the possibility of human error

H&R Block, Multiple Locations December 2019 to December 2023

Tax Associate/CSP

Started as a Seasonal Tax Associate and CSP (Client Service Professional) after successfully completing the H&R Block Training. Subsequently promoted to the role of Tax Specialist. Continued in a Part-Time capacity after acquiring a full time role at NorthStar Financial in an effort to assist H&R Block with a staffing shortage. Interviewed clients to collect information and gather necessary paperwork prior to preparing tax returns Prepared tax returns, extensions, tax planning calculations and write-ups for individual's tax returns.

• Recognized as point-person for resolving technical issues with the tax software and the point of sales system
• Primary trainer for new Tax Professionals and new Client Services professionals at 4 locations
• Received recognition and an award from the King of Prussia office team for de- escalating agitated clients during the COVID season
• Certified up to effectively work with a higher level of complexity in returns

Successfully served as the first point of contact for clients, custodians representatives and insurance representatives. Effectively interacted with internal advisors and Operations Manager.

Assisted subsidiaries with resolving technical issues.

• Exceeded expectations at initial 6-month evaluation resulting in a 10% increase in compensation
• Acknowledged as the go- to resource for the company's CRM (Advyzon)

Work as needed on a contract basis providing administrative support to the company's CEO. Sent and received correspondence. Provided back office support to traveling CEO.

• Designed the company’s first website and business cards
• Developed Excel spreadsheets used for monthly reporting
• Utilized Survey Monkey to create customized surveys to aid in collecting data to improve employee retention.

Selected for the coveted position of stage under the tutelage of Chef Keith Taylor.
A 6-month internship that provided direct exposure to new cooking techniques and cuisines. Ensured that food preparation areas were clean and hygienic. Washed utensils and dishes and making sure they are stored appropriately. Sorted, storied and distributed ingredients. Washed peeled, chopped, and cut foodstuffs.